Customizing reports

- [Instructor] Salesforce does a great job…of creating almost every report you could need,…but occasionally you will need a report…that's not captured in the Salesforce standard reports.…Let's say, for example, that you need to pull up a report…of all of the active accounts in California,…so you can reach out to them about…an upcoming event you have planned in that area.…So, let's take a look at how we would create that.…So, I'm going to go to New Report,…and we're still going to have to start with…one of these standard reports and edit it.…So, I'm going to look at Accounts & Contacts,…because I want all of the accounts that are in California.…

And I'm going to try Contacts & Accounts, and click create.…Now, I do have a lot of information,…and I do see the mailing state or province is listed here.…So, I'm going to take some of these out that we don't need,…just so it's a manageable report.…Don't need the mobile or the fax number.…So, that's pretty manageable.…Now I'm looking at my contacts,…but I want to actually see all accounts.…

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Released

10/31/2017

Salespeople are responsible for knowing their customers inside and out. This means staying on top of contacts, as well as revenue numbers, product releases, and related news. Salesforce is the leading CRM for managing this data throughout the sales cycle. With the new Lightning platform, which saves reps time and maximizes sales productivity, there's no better time to get started using it. Watch this introductory course to explore Salesforce for managing sales clients and leads, as well as the many tasks associated with closing deals.

Christine Pereira walks through the entire process from start to finish as she illustrates the sales flow through Salesforce. She shows how to create leads, convert leads into opportunities, track tasks, build simple reports, and create dashboards to visualize the sales pipeline. Follow along and discover how to use this powerful tool to make your job easier.